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Krilogy Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Krilogy Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Buy
4,711
+878
+23% +$292K 0.05% 247
2025
Q4 		$1.33M Sell
3,833
-116
-3% -$37.7K 0.05% 290
2025
Q3 		$1.29M Buy
+3,949
New +$1.19M 0.05% 277
2023
Q2 		– Sell
-2,388
Closed -$542K – 303
2023
Q1 		$542K Sell
2,388
-420
-15% -$96.1K 0.05% 251
2022
Q4 		$602K Buy
2,808
+2
+0.1% +$438 0.06% 229
2022
Q3 		$580K Buy
2,806
+2
+0.1% +$450 0.07% 183
2022
Q2 		$579K Hold
2,804
– – 0.07% 185
2022
Q1 		$717K Sell
2,804
-17
-0.6% -$4.35K 0.07% 161
2021
Q4 		$827K Buy
2,821
+19
+0.7% +$5.73K 0.08% 149
2021
Q3 		$823K Hold
2,802
– – 0.08% 153
2021
Q2 		$873K Hold
2,802
– – 0.09% 145
2021
Q1 		$843K Buy
2,802
+1
+0% +$310 0.09% 139
2020
Q4 		$803K Buy
2,801
+603
+27% +$154K 0.1% 139
2020
Q3 		$487K Buy
2,198
+711
+48% +$156K 0.07% 165
2020
Q2 		$308K Buy
+1,487
New +$278K 0.05% 177
2018
Q4 		– Sell
-200
Closed -$43K – 400
2018
Q3 		$43K Buy
+200
New +$42.6K 0.01% 336
2018
Q2 		– Sell
-200
Closed -$38K – 390
2018
Q1 		$38K Hold
200
– – 0.01% 359
2017
Q4 		$37K Sell
200
-1,079
-84% -$197K 0.01% 359
2017
Q3 		$229K Hold
1,279
– – 0.06% 155
2017
Q2 		$216K Sell
1,279
-39
-3% -$6.42K 0.06% 136
2017
Q1 		$203K Hold
1,318
– – 0.06% 126
2016
Q4 		$203K Sell
1,318
-98
-7% -$14.6K 0.06% 126
2016
Q3 		$211K Buy
1,416
+860
+155% +$125K 0.07% 117
2016
Q2 		$76K Buy
556
+258
+87% +$34.8K 0.03% 242
2016
Q1 		$39K Buy
+298
New +$37.2K 0.02% 297
2015
Q4 		– Sell
-200
Closed -$27K – 515
2015
Q3 		$27K Buy
+200
New +$29.6K 0.01% 272

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

Krilogy Financial's IWO Position: Q1 2026 in Review

Krilogy Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 23% in Q1 2026, buying an estimated $292K and bringing the position to 4,711 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #247.

Krilogy Financial first reported a position in IWO in Q3 2015 and has held it in 26 quarters since. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Krilogy Financial held 4,711 shares of iShares Russell 2000 Growth ETF worth $1.64M as of Q1 2026.
  • Krilogy Financial bought 878 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $292K.
  • iShares Russell 2000 Growth ETF made up 0.05% of Krilogy Financial's portfolio in Q1 2026, its #247 holding.
  • Krilogy Financial first reported a position in iShares Russell 2000 Growth ETF in Q3 2015 and has held it in 26 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.